CR
CFP

Clifford Mathew Robello

39 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
1,152 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $150,000
Hourly Rate:$50 - $400/hr

Pinkerton Wealth charges an annual investment advisory fee that varies up to 2.0% of assets, determined by market value, asset types, client's financial situation, and trading activity. Financial planning services are billed hourly ($50-$400/hour) or fixed-fee ($500-$150,000), based on service depth and complexity. Clients may be charged a maximum sub-adviser fee of 0.8% by Sherman Portfolios. The minimum household account size is $500,000 for Comprehensive Wealth Management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2000 John Loop, Coeur D'Alene, ID, 83814

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Regulatory History (1)
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Investigation
October 2019
Other Business ActivitiesSells Insurance

Clifford is the CEO and Senior Advisor at CRM Financial Advisors, dedicating nearly full-time hours. He also facilitates estate documents through Encorestate, spends a few hours per week on insurance sales, and dedicates significant time to Pinkerton Wealth Partners as an RIA.

Employment History
Current Registrations
Pinkerton Wealth Partners
December 2024 - Present · 1 yr 1 mo
Private Client Services, LLC Broker
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2012 - November 2024 · 12 yrs 8 mos
Cambridge Investment Research, INC.Broker
March 2012 - November 2024 · 12 yrs 8 mos
Financial Network Investment Corporation
May 1999 - March 2012 · 12 yrs 10 mos
Financial Network Investment CorporationBroker
March 1999 - March 2012 · 13 yrs
Aetna Financial Services, INC.Broker
July 1997 - March 1999 · 1 yr 8 mos
Aetna Investment Services, INC.Broker
October 1993 - March 1999 · 5 yrs 5 mos
Aetna Life Insurance and Annuity CompanyBroker
December 1986 - October 1993 · 6 yrs 10 mos
State Registrations7 states
AZCAFLHIORVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.